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PlanMember Financial provides retirement plan management and investment advisory services.
Founded in 1990 and based in Carpinteria, US, PlanMember Financial serves individual investors, employers, and financial professionals with retirement plans, investment advice, and educational resources. It generates revenue from plan management and advisory services. Lovell Minnick Partners participated in a USD 20.30 mn recapitalization, and AXA SA agreed to acquire the firm in February 2013.
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